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473. The Future of AI is Vertical, Why Vertical TAMs are Getting Exponentially Larger, and Lessons from the Sector Giants that Lead to Dominance (Alexander Niehenke)
Manage episode 470591360 series 1547256
Alexander Niehenke of Scale Venture Partners joins Nick to discuss The Future of AI is Vertical, Why Vertical TAMs are Getting Exponentially Larger, and Lessons from the Sector Giants that Lead to Dominance. In this episode we cover:
- Historical Reasons for Horizontal SaaS Success
- Shift Towards Vertical SaaS Solutions
- Unfair Advantages of Vertical AI Solutions
- Lessons for Modern Founders
- Expansion Strategies for Vertical Startups
- Talent Dilution and Competitive Moats
- VC Diligence and Founder Evaluation
- Regulatory Risk and Investment Decisions
- Motivation and Future of Venture Capital
Guest Links:
The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Want to keep up to date with The Full Ratchet? Follow us on social.
You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!
884 episodes
473. The Future of AI is Vertical, Why Vertical TAMs are Getting Exponentially Larger, and Lessons from the Sector Giants that Lead to Dominance (Alexander Niehenke)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Manage episode 470591360 series 1547256
Alexander Niehenke of Scale Venture Partners joins Nick to discuss The Future of AI is Vertical, Why Vertical TAMs are Getting Exponentially Larger, and Lessons from the Sector Giants that Lead to Dominance. In this episode we cover:
- Historical Reasons for Horizontal SaaS Success
- Shift Towards Vertical SaaS Solutions
- Unfair Advantages of Vertical AI Solutions
- Lessons for Modern Founders
- Expansion Strategies for Vertical Startups
- Talent Dilution and Competitive Moats
- VC Diligence and Founder Evaluation
- Regulatory Risk and Investment Decisions
- Motivation and Future of Venture Capital
Guest Links:
The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
Want to keep up to date with The Full Ratchet? Follow us on social.
You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.
Are you a founder looking for your next investor? Visit our free tool VC-Rank and we’ll send a list of potential investors right to your inbox!
884 episodes
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